What Ovation Finance Is All About
Ovation Finance first opened its doors back in January 2000. Since day one, the focus has been clear: truly understanding clients and breaking the usual link between just selling financial products and actually providing meaningful advice. With over 20 years of experience in financial wellbeing, Ovation helps clients figure out what they want from life so they can spend their money in ways that boost all areas of wellbeing. It’s not just about numbers—it’s about life.
The Main Benefits of Working with Ovation Finance
Here’s what stands out about Ovation Finance:
- 20+ years of expertise in financial wellbeing
- Chartered Financial Planners committed to the highest ethical standards
- Personalised approach focusing on clients’ life goals, not just finances
- Use of advanced financial planning software to explore different scenarios
- Recognised as a Top Rated Firm by VouchedFor in their 2025 Guide
- Authorised and regulated by the Financial Conduct Authority (FCA reference: 190914)
- Based in Bristol, with a strong local presence and employee-owned ethos
Who Ovation Finance Helps
Ovation Finance works with people who are thinking about the future—whether that’s their own lifestyle, their family’s security, or the future of their business. The clients tend to fall into three main groups:
Professionals: Life moves fast when you’re juggling a career, family, finances, and future plans. Ovation helps busy professionals keep everything on track.
Business Owners: Your company and personal finances should work hand in hand. Ovation helps create strategies that make both complement each other, securing your future.
Retirement Planning: Approaching retirement can feel uncertain. Ovation helps clients feel confident that life after work will be fulfilling and secure.
How Ovation Finance Works
The process is simple but effective, broken down into three key stages:
Understand: The first meeting is all about getting to know the client—not just their money, but what really matters to them. Even if clients aren’t sure what they want yet, Ovation helps uncover those priorities.
Plan: Once priorities are clear, a plan is crafted using expert knowledge and financial planning software. Different scenarios and options are explored to find the best path forward.
Advise: Only after understanding and planning does Ovation use its expertise in pensions, tax, and investments to turn the plan into reality. Being chartered financial planners means clients are in safe, ethical hands.
Meet the Team Behind Ovation Finance
The team is made up of Chartered Financial Planners and expert support members, all driven by a shared goal: understanding clients and doing what’s best for them. With over 20 years of experience, the team prides itself on a client-first approach that’s both professional and personable.
Ovation Finance’s Impact on Sustainable Development Goals (SDGs)
- SDG 3: Good Health and Well-being – Promoting financial wellbeing as part of overall life satisfaction
- SDG 8: Decent Work and Economic Growth – Supporting business owners and professionals in securing their financial futures
- SDG 10: Reduced Inequalities – Offering tailored advice that considers diverse client needs and circumstances
- SDG 12: Responsible Consumption and Production – Encouraging mindful spending aligned with personal values
- SDG 17: Partnerships for the Goals – Collaborating with clients to achieve long-term financial and life goals
Contact and Regulatory Information
Ovation Finance Ltd is authorised and regulated by the Financial Conduct Authority. The company is registered in England & Wales (Company number: 3830502) with its registered office at Queen Square House, 18-21 Queen Square, Bristol, United Kingdom, BS1 4NH. For those who want to verify credentials, Ovation Finance Ltd can be found on the FCA register under reference number 190914.
